10.25 Cement Morning Post: Hubei cement price increases; Cement Evening Post: Shanghai real estate investment increases; production material price changes in October 2024

2024-10-25 07:08:56

What is happening in the cement industry?

1、 Cement Net News: Notice of Cement Price Increase in Eastern Hubei

Cement prices in eastern Hubei are affected by the continuous rise of raw materials and the golden nine silver ten peak seasons, and the rising production costs lead to a strong willingness of enterprises to raise prices. Since the 23rd, the price of bulk cement in Wuhan and its surrounding areas in eastern Hubei has been raised by 50 yuan per ton, and the price of bagged cement has been raised by 30 yuan per ton. However, the overall demand is not good at present, and the actual effect of the price increase still needs to be observed.

2、 10.24 Cement Evening News: Shanghai real estate investment increased by 7.8%; Jiayuan was cancelled to be listed; the first case of beam and air transfer in China

Investment in real estate development in Shanghai increased by 7.8% in the first three quarters, while the sales area of commercial housing decreased by 5.9%. The listing of Jiayuan International was cancelled because it did not publish its financial results. Qichun County, Hubei Province, has successfully implemented the first hollow beam transfer body in China. This 148-meter-long, 9000-ton T-shaped beam rotates 47 degrees counterclockwise and is accurately in place, which promotes the development of regional industrial linkage.

3、 Market price changes of important means of production in the circulation field in mid-October 2024

In mid-October 2024, the market prices of 50 important means of production in 9 categories monitored in the national circulation field fluctuated compared with the first ten days of October, with 13 products rising, 35 prices falling and 2 prices flat. The rise includes some non-ferrous metals, chemical products and non-metallic building materials, while the decline involves ferrous metals, chemical products, agricultural products and other fields. The range of rise and fall is different, reflecting the dynamic changes of market prices.

4、 Notice of the General Office of the Ministry of Emergency Management and the General Office of the General Administration of Financial Supervision on Giving Full Play to the Function of Safety Production Liability Insurance to Help the Three-year Action of Safety Production

The General Office of the Ministry of Emergency Management and the General Office of the General Administration of Financial Supervision issued a circular, emphasizing the need to give full play to the role of safety production liability insurance (safety liability insurance) in the three-year action to tackle the root causes of safety production. Relevant departments and insurance institutions are required to strengthen organizational promotion, concentrate their efforts on investigating hidden dangers of major accidents, strengthen the preventive function of safety liability insurance in advance, and increase the cost of accident prevention services. At the same time, we should strengthen supervision, management and support, ensure the steady progress of the work, promote the level of safety risk management and control of production and business units, and promote the transformation of safety management to pre-prevention.

5、 "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was solemnly held

On October 24, 2024, the China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference were held in Wuhu, Anhui Province. More than 400 industry leaders and enterprise representatives focused on low-carbon development and green upgrading issues, discussed energy efficiency improvement and application of energy-saving and carbon reduction technologies, and promoted low-carbon transformation of the cement industry. At the conference, Gao Dengbang, president of China Cement Association, stressed the importance of energy conservation and emission reduction, and Zhu Shengli, general manager of Conch Group, shared the group's double-carbon action plan. Experts and scholars put forward the technical path and prospect of carbon reduction in cement industry, the support of digital transformation for green development of the industry, and the impact of alternative fuel use on production performance.

6、 Relevant responsible comrades of the National Development and Reform Commission answered reporters' questions on the Work Program for Improving the Statistical Accounting System for Carbon Emissions

In order to speed up the construction of a sound statistical accounting system for carbon emissions, the National Development and Reform Commission and other departments jointly issued the Work Programme for Improving the Statistical Accounting System for Carbon Emissions. The plan puts forward the short-term goals of consolidating the data base and establishing the annual report system by 2025, as well as the long-term goals of improving the accounting ability and building a complete system from 2026 to 2030. Specific tasks include improving the accounting system at the regional, industrial and enterprise levels, establishing a database, and promoting the application of technology and international cooperation. The next step is to establish a work coordination mechanism, formulate specific plans and promote the implementation of tasks.

7、 Tapai Group Third Quarter 2024 Results Briefing

In the third quarter of 2024, Guangdong Tapai Group Co., Ltd. was affected by the downturn of real estate and infrastructure investment, and the sales volume and price of cement declined, with operating income of 2.930 billion yuan and net profit of 381 million yuan. The sales price of cement decreased by 18.27%, the cost decreased by 11.96%, and the profit level declined year on year. The company alleviated the decline of performance through the increase of securities investment income. In the future, it will strengthen management, reduce costs, improve efficiency and achieve annual goals.

8、 Cement Net Data: Port Coal Price Statistics (10.18-10.24)

On October 24, 2024, the port coal price list showed that the coal prices in the ports around the Bohai Sea, East China and Jiangnei were stable, and the coal prices in some ports changed. Such as: Qinhuangdao Port, Caofeidian Port, such as 5500 kcal coal prices are 860 yuan/ton, flat with last week. However, there was no significant change in the ports of Xiamen and Quanzhou in South China. The price of general bituminous coal at Xinsha Port dropped slightly to 500 yuan/ton, while the price of Australian coal and Indonesian coal dropped slightly. More coal market data can be viewed on the cement big data platform.

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The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09

Digital New Energy DataBM. Com learned that on the evening of September 7, Robertko announced that the company planned to issue shares abroad (H shares) and list them on the Stock Exchange of Hong Kong Limited.

2025-09-08 18:01:43

On September 4, Yunnan Green Energy New Energy Development Co., Ltd. issued a tender announcement for the first batch of centralized procurement of photovoltaic modules. The project construction unit is Yunnan Green Energy New Energy Development Co., Ltd., a subsidiary of Yuntou Group. The tender announcement shows that the total capacity of the centralized procurement agreement is estimated to be 400MWp, the components require monocrystalline silicon N-type double-sided double-glass 615Wp ~ 625Wp, and the contract price is estimated to be 300 million yuan.

2025-09-08 12:34:13

Digital New Energy DataBM. Com has learned that the photovoltaic module production line of Da'an Tianneng New Energy Equipment Co., Ltd. is to be transferred at a base price of 790,775 yuan (including tax) from August 4 to September 26, 2025.

2025-09-05 18:15:43

On September 5, Daqin Electric Power (Kunming) Group Co., Ltd., a subsidiary company of "Shaya County Qin Power Investment New Energy Co., Ltd. 490000 kW Photovoltaic Sand Control" EPC Project (2025), announced the successful candidate.

2025-09-05 14:54:14

Recently, the Digital New Energy DataBM. Com has learned that two more central energy and power enterprises have transferred their shares in new energy enterprises, involving the State Energy Group and the Three Gorges Group. Details are as follows:

2025-09-05 14:53:32

According to the news, Wang Bin was removed from the post of Deputy Secretary of the Party Committee, Standing Committee of the Party Committee and Director of China Electric Power Construction Group Co., Ltd. and no longer served as General Manager of China Electric Power Construction Group Co., Ltd. and retired.

2025-09-05 10:35:07

On August 29, the tender announcement for the general contracting project of the State Power Investment Daqing Dumeng Duishan Phase II 200 MW Grass Complementary Project was issued, and the tenderer was Heilongjiang Electric Power Co., Ltd. of the State Power Investment Group. The bidding content shows that the project is located in Duerbote Mongolian Autonomous County, Daqing City, Heilongjiang Province. The construction scale of the project is 200MW. The 220kV booster station and outgoing line are shared with the first phase of the 100MW project. In this phase, the main transformer, SVG, expansion of incoming line spacing and other related facilities are added. The booster station is connected to the outline substation with one circuit of 220 kV outgoing line (completed).

2025-09-04 10:28:32

The "low price competition" in the component market continues.

2025-09-03 18:00:00

On August 29, the tender announcement for PC contracting project of 150000 kilowatt beach photovoltaic power generation project (photovoltaic field and collector line) in Tongzhou Bay of Zhejiang Oilfield was issued, and the tenderer was CNPC Jiangsu Nantong New Energy Co., Ltd. The bidding content shows that the project is located in the jellyfish breeding area of Tongzhou Bay Demonstration Zone, Nantong City, Jiangsu Province (breeding Huajia, jellyfish, fish, crab, etc.), and the sea area of the project is about 2,271 mu. The new DC side capacity of the project is 179.26 MWp, the AC side capacity is 149.76 MW, and the capacity ratio is about 1.2. The project uses 248,976 720Wp monocrystalline double-sided modules.

2025-09-03 17:36:20

On August 25, China Anneng Electronic Procurement Platform issued a change announcement on the procurement project of photovoltaic modules for Lingwu 2 million kilowatt composite photovoltaic base project of China Anneng First Bureau Guoneng Lingshao DC, saying that the original announcement was invalid.

2025-09-02 15:36:56

On August 29, the Hebei Development and Reform Commission announced "the second batch of projects to be arranged in the annual development and construction plan of wind power and photovoltaic power generation in Hebei Province in 2025". This time, 81 projects will be announced, with a construction scale of about 7.49 GW, including 42 photovoltaic projects with a scale of about 3.13 GW. The main body of the project involves 12 central state-owned enterprises and 9 private enterprises, among which Xiexin Group and TBEA are two leading photovoltaic enterprises. Among the central state-owned enterprises, Huadian Group has the largest number of projects, 13 with a scale of 418000 kilowatts, Datang Group 4 with a scale of 710000 kilowatts, State Energy Group and South-to-North Water Transfer Group 3 with a scale of 2101300 kilowatts and 112000 kilowatts respectively.

2025-09-01 17:44:11

The Statistics of Domestic Concrete Prices in August shows the situation of concrete prices in various regions of China. From the overall data, prices in most regions have changed to varying degrees. On a month-on-month basis, prices in some regions remained stable, with small changes, while the month-on-month decline in Shaanxi was more obvious. On a year-on-year basis, each region also showed different changes, among which Shaanxi's year-on-year decline was relatively prominent, while Guizhou's year-on-year decline was unchanged. Nationwide, the month-on-month ratio decreased by 2.20% and the year-on-year ratio decreased by 18.38%.

2025-09-01 14:36:20

Recently, the Party Group of the Three Gorges Group held a meeting to inform the Organizational Department of the Central Committee of the Communist Party of China of the decision on the adjustment of the members of the leading group of the Three Gorges Group.

2025-08-29 10:07:03

On August 26, according to foreign media reports, the Federal Trade Court of the United States ruled that Auxin Solar and Concept Clean Energy were the plaintiffs. It ruled that the two-year (2022.6.6-2024.6.6) "Southeast Asia Solar Cell and Module Import Tariff Suspension Order" (hereinafter referred to as the "Tariff Suspension Order") implemented by the Biden Administration from 2022 was illegal.

2025-08-28 18:11:35

According to the list, there are 33 photovoltaic enterprises on the list, covering silicon materials, silicon wafers, components, batteries and other links.

2025-08-28 13:52:08

The Digital New Energy DataBM. Com was informed that on August 27, the EPC project of the 30 MW industrial and commercial photovoltaic project of China Yingjian New Energy Technology (Anhui) Co., Ltd. was changed.

2025-08-28 10:52:42

On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other photovoltaic companies successively disclosed their recent investor relations activity records, sharing their views on the current domestic and overseas market trends and technological development judgments. Details are as follows:

2025-08-26 17:12:20

On August 21, Beijing Jingneng E-commerce Platform issued a tender announcement for EPC general contracting of agricultural photovoltaic power generation project in Zhangshanying Town, Yanqing District, Beijing.

2025-08-25 17:39:46

China's new energy storage is moving from large-scale to high-quality development, and will focus on technological innovation, efficiency improvement and sustainable development in the future.

2025-08-25 09:52:26

The high-quality development of new energy storage is the key support for the construction of new power system, which helps to improve energy efficiency and stability.

2025-08-25 09:52:09

By the end of July, the total installed capacity of power generation in China was 3.67 billion kilowatts, up 18.2% year on year. Among them, the installed capacity of solar power was 1 billion 110 million kilowatts, an increase of 50.8% over the same period last year.

2025-08-25 09:28:03

Digital New Energy DataBM. Com learned that Panda Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the People's Court of Binhu District, Wuxi City, Jiangsu Province, the applicant was Chen Tao, and the public time was August 21.

2025-08-24 12:18:13

This week, the overall performance of the PV module market continued to be weak.

2025-08-22 22:16:34

On August 22, the official of China Photovoltaic Industry Association issued an initiative on "further strengthening industry self-discipline and jointly maintaining the order of photovoltaic market with fair competition and survival of the fittest". Enterprises in the photovoltaic industry are required to strictly abide by relevant laws and regulations, and resolutely resist vicious competition at prices below cost; power plant enterprises optimize bidding rules, reduce price weight, and improve technical evaluation weight.

2025-08-22 18:28:23

On the evening of August 21, Yiwei Lithium Energy released its semi-annual report for 2025.

2025-08-21 10:58:10

After deliberation at the 16th meeting of the Eighth Presidium of the Chinese Academy of Engineering and approval by the Party Group of the Chinese Academy of Engineering, 660 valid candidates for the election of academicians of the Chinese Academy of Engineering in 2025 were confirmed.

2025-08-21 09:53:40

The market price of photovoltaic modules tends to be stable, with partial price reduction.

2025-08-20 18:11:35

On September 13, China Construction Co., Ltd. issued a notice on the departure of senior managers of the company.